My Dividend Stock Portfolio: New November Dividend Record - 100 Holdings With 12 Buys

2026-01-05 15:47:28 ET

Portfolio Changes in November

Net investment activity in November fell to only $250 as I trimmed positions in Nvidia ( NVDA ) and Advanced Micro Devices ( AMD ) due to valuation concerns, overexposure and limited perceived short-term upside for all AI-related technology stocks. Just like with Broadcom which I trimmed earlier I have full conviction in both stocks but have grown more cautious right now....

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